See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,994 | $99,877+2.1% | $84,966+20.0% | $145,922-30.1% |
| Participation rate | 37.5% | 74.1%-36.6pp | 67.5%-30.0pp | 80.3%-42.8pp |
| Annual return | 12.66% | 83.76%-71.1pp | 66.38%-53.7pp | 561.29%-548.6pp |
| Employer contribution / active EE | $591 | $3,231-81.7% | $2,727-78.3% | $4,660-87.3% |
| Participant deferral / active EE | $608 | $5,291-88.5% | $4,519-86.5% | $6,688-90.9% |
| Admin fee / account holder | $42 | $7,248-99.4% | $6,149-99.3% | $13,397-99.7% |